Constellation Investments’s Moody's MCO Stock Holding History

Constellation Investments’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$367K	Hold	3,800	–	–	0.07%	295
2015 Q4	$381K	Hold	3,800	–	–	0.07%	288
2015 Q3	$373K	Hold	3,800	–	–	0.08%	278
2015 Q2	$410K	Hold	3,800	–	–	0.08%	276
2015 Q1	$394K	Buy	3,800 +100	+3%	+$9.66K	0.08%	287
2014 Q4	$354K	Buy	3,700 +100	+3%	+$9.7K	0.07%	303
2014 Q3	$340K	Hold	3,600	–	–	0.08%	283
2014 Q2	$316K	Buy	3,600 +100	+3%	+$8.24K	0.07%	301
2014 Q1	$278K	Hold	3,500	–	–	0.07%	317
2013 Q4	$275K	Buy	3,500 +200	+6%	+$14.6K	0.07%	314
2013 Q3	$232K	Buy	+3,300	New	+$217K	0.07%	315

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Constellation Investments's MCO Position: Q1 2016 in Review

Constellation Investments held its Moody's (MCO) position steady in Q1 2016 at 3,800 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #295.

Constellation Investments first reported a position in MCO in Q3 2013 and has held it in 11 quarters since. The position peaked at $410K in Q2 2015. 525 funds tracked by Wall St. Rank hold MCO as of Q1 2016.

Constellation Investments held 3,800 shares of Moody's worth $367K as of Q1 2016.
Constellation Investments left its Moody's share count unchanged in Q1 2016.
Moody's made up 0.07% of Constellation Investments's portfolio in Q1 2016, its #295 holding.
Constellation Investments first reported a position in Moody's in Q3 2013 and has held it in 11 quarters since.
Constellation Investments's Moody's position peaked at $410K in Q2 2015.
525 funds tracked by Wall St. Rank held Moody's as of Q1 2016.

Based on Constellation Investments's 13F filing for Q1 2016, filed 28 Apr 2016.